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Outlook Sales Extension

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sjudson on December 04, 2023

Ending Development for HubSpot's VSTO Sales Add-In

Summary Microsoft recently announced a new version of Outlook that does not support VSTO add-ins, and with that its intention to move away from the VSTO add-in framework entirely. This announcement naturally impacts the HubSpot Sales VSTO read more

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12 upvotes

0 Reply

Solved

whatthej on August 21, 2020

Email Tracking not suppressing my opens

I'm using the Outlook Hubspot Sales Add-in on Outlook 2019 MSO 16.0 64 bit on a Win10 environment. Whenever I open a tracked e-mail in my sent items, it registers as an e-mail open in Hubspot. I understand this is not meant to happen as my IP is sup read more

Reply Outlook Desktop Add-In Tracking & Logging

0 upvote

6 Replies

Accepted solution

whatthej

Member

August 25, 2020 04:13

Thanks. I figured out the problem from your link. Apparently there are 2 Hubspot add-ins for Outlook. I had the 'HubSpot Sales' add-in, downloade...read more

Solved

JRGies on July 27, 2020

email sent from outllok do not show in hubspot

When I send an email from outlook it does not seem to show up in hubspot. Am I missing something?

Reply Outlook Desktop Add-In

0 upvote

1 Reply

Accepted solution

celinafregoso99

Member

July 28, 2020 02:50

Hi, Go to Settings, then navigate down to integration , then email integrations, then click on connect an inbox. Then connect your office account. N...read more

Solved

Aspyro on April 30, 2020

Create follow up reminder task in outlook

Hi all, I found this post: https://community.hubspot.com/t5/CRM/email-follow-up-reminder-when-no-response/td-p/287696 In which it is explained how to send a follow up reminder. I was wondering if you can also create this 'reminder task' whi read more

Reply Outlook Desktop Add-In

0 upvote

4 Replies

Accepted solution

willsmith

Key Advisor | Diamond Partner

April 30, 2020 07:55

Hi @Aspyro If you have your Outlook extension set up and it is working, before you send your email (and if the contact is in your HubSpot po...read more

Solved

ahamaton on April 15, 2020

Task links in notification emails not working properly

Two days ago, task links in my notification emails stopped working correctly. They now take me to a hubspot page which is completely blank except for the menu bar but not actual menu titles in the bar. I have to manually login with the contacts na read more

Reply Office 365 Add-In Outlook Desktop Add-In

0 upvote

7 Replies

Accepted solution

ahamaton

Participant

April 28, 2020 12:29

Hi Jenny, thanks for getting back to me. Actually I think I have fixed it. I checked the remember my login details box when I logged in and then th...read more

Solved

jayne78 on November 13, 2019

desktop email add on working but has stopped mail function on iPhone?

Hi, have successfully installed add on for email tracking and logging to desktop, however since completing I am not receiving any email at all to the same work email account on my iphone? work email is running on a pop 3 server, thanks

Reply Outlook Desktop Add-In

0 upvote

1 Reply

Accepted solution

sharonlicari

Community Manager

November 28, 2019 11:22

Hey @jayne78 HubSpot only provides the ability for users to connect their inboxes to HubSpot through IMAP . POP3 and IMAP are both methods...read more

Solved

birdman on November 04, 2019

How to use my Hubspot email signature in Outlook?

I have created an email signature (Profile & Preferences > Basic Info > Signature) and my Microsoft Outlook (for Mac v16.30.1) has the Hubspot Sales Tools add-in installed. How can I get my email signature into an email I create in Outlo read more

Reply Office 365 Add-In Outlook Desktop Add-In

0 upvote

2 Replies

Accepted solution

Josh

Recognized Expert | Diamond Partner

November 04, 2019 15:43

Hi @birdman , I am not aware of an integration that automatically pulls that signature over to Outlook. However, you should be able to copy th...read more

Solved

MarkBoulter on October 10, 2019

Email open notifications as emails

Hi, Does anyone know if we can have email open notifications come in as emails? The pop ups are great but if we miss them then we need to access the hubspot CRM, lots of our sales guys spend most of their time in outlook so would be great to ha read more

Reply Outlook Desktop Add-In

0 upvote

2 Replies

Accepted solution

Kim_HM

Top Contributor | Diamond Partner

October 14, 2019 09:24

Hi @MarkBoulter , I don't think this is a default option. However, you can build an operational workflow for this with a dynamic list of people...read more

Solved

carladm on May 05, 2019

Notification from myself when I open a tracked email

Hi, I see there were already some posts about this topic, but couldn't find a solution using MS Outlook for Mac (vs16.24). Is there a way of avoiding getting notification when I open the email? Or when my colleague opens an email with same dom read more

Reply Outlook Desktop Add-In

0 upvote

4 Replies

Accepted solution

jennysowyrda

Community Manager

May 08, 2019 18:06

Hi @carladm , The best way to block self open notifications for Office 365 on Macs is to block the IP addresses for your computer and mobile...read more

Solved

MauraS on May 01, 2019

Browser Window Opened in Outlook Not Using Default Browser

I installed the HubSpot Sales Tool extension/add-in in Outlook.. When you are looking at a contact in the extension/add-in, there is a link that you can click on to call the contact from your computer (please note - when I call from the HubSpot webs read more

Reply Outlook Desktop Add-In

2 upvotes

13 Replies

Accepted solution

JPaily

Participant

March 18, 2024 09:33

If you are using Outlook 2019 there is a setting in outlook you need to change to default browser or the browser you want to choose

Solved

kurtbalderson on March 29, 2019

Email tracking

Is there a way to permanently turn off email tracking from my Outlook plugin. As a result of the embeded email code HubSpot adds to tracked emails, many of my emails are going directly into the Spam folder for many of my customers. I would like to read more

Reply Outlook Desktop Add-In Tracking & Logging

0 upvote

2 Replies

Accepted solution

Mike_Eastwood

Key Advisor | Gold Partner

March 31, 2019 17:49

After looking into this for Kurt it looks like the domain name settings could be improved. Here's details for anyone else using Outlook 365... ...read more

Solved

cec-business on March 08, 2019

Hubspot Extension for Outlook - unable to remove email address in never log option

Please refer to the following image: https://imgur.com/wIq4xGL I wish to remove the email address from the never log setting put it doesnt let me. The "Remove" box is unclickable. Any ideas how to fix that?

Reply Outlook Desktop Add-In

0 upvote

2 Replies

Accepted solution

cec-business

Member

March 11, 2019 07:52

This has been solved, I found instructions here: https://knowledge.hubspot.com/articles/kcs_article/settings/add-emails-and-domains-to-the-never-log...read more

Solved

Ahrabie_HF on February 20, 2019

Outlook Desktop Add On not showing contact profile when emailing multiple contacts

Situation: Email is sent to contacts A , B , C and D . A is already a contact in Hubspot and D is a colleague (marked as 'never log'). When sending the email, a contact profile for D shows up with 'add to crm' greyed out (as expected) bu read more

Reply Outlook Desktop Add-In

0 upvote

1 Reply

Accepted solution

MFrankJohnson

Thought Leader

February 21, 2019 01:51

>>1. Does the contact need to be added to Hubspot before their emails can be logged using the Outlook Desktop Add On? No. The add-o...read more

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